Institutional Ownership First Trust Dorsey Wright Inte (IFV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Inte (IFV). We have compiled data on the 60 institutions that hold shares in the stock, with a total of 7.2 Million shares, which have been reported (via 13F filing form) to have a value of $154 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
27,528
shares
|
$585,245
0.0% of portfolio
|
Q2 2024
Reduced 23.28%
|
|
Barnes Pettey Financial Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
25,986
shares
|
$552,462
0.44% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
20,250
shares
|
$430,515
0.0% of portfolio
|
Q2 2024
Added 14.84%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
17,170
shares
|
$365,034
0.0% of portfolio
|
Q2 2024
Reduced 61.03%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
15,242
shares
|
$324,044
0.0% of portfolio
|
Q2 2024
New holding
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Aug 13, 2024 Q2 2024 |
14,848
shares
|
$315,668
0.03% of portfolio
|
Q2 2024
Added 11.72%
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
13,889
shares
|
$295,280
0.01% of portfolio
|
Q1 2024
New holding
|
|
Bokf, Na
Tulsa, OK |
Aug 07, 2024 Q2 2024 |
12,771
shares
|
$271,511
0.0% of portfolio
|
Q4 2021
Reduced 27.83%
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
12,425
shares
|
$264,155
0.0% of portfolio
|
Q2 2024
Reduced 14.6%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
11,884
shares
|
$252,653
0.0% of portfolio
|
Q2 2024
Reduced 15.57%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
11,691
shares
|
$248,550
0.0% of portfolio
|
Q2 2024
Reduced 4.32%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,389
shares
|
$157,090
0.01% of portfolio
|
Q2 2020
Reduced 2.96%
|
|
Gamma Investing LLC
Foster City, CA |
Jul 02, 2024 Q2 2024 |
4,447
shares
|
$94,543
0.01% of portfolio
|
Q2 2024
New holding
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
3,834
shares
|
$81,510
0.0% of portfolio
|
Q2 2024
Reduced 10.04%
|
|
Hexagon Capital Partners LLC
|
Jul 12, 2024 Q2 2024 |
3,125
shares
|
$66,437
0.01% of portfolio
|
Q4 2022
Reduced 3.34%
|
|
City Holding CO
|
Jul 12, 2024 Q2 2024 |
1,500
shares
|
$31,890
0.0% of portfolio
|
Q3 2022
Reduced 33.33%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
1,455
shares
|
$30,933
0.0% of portfolio
|
Q2 2024
Added 83.71%
|
|
Element Wealth, LLC
|
Aug 08, 2024 Q2 2024 |
1,442
shares
|
$30,656
0.02% of portfolio
|
Q4 2023
Reduced 17.22%
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
1,293
shares
|
$27,489
0.0% of portfolio
|
Q4 2019
Reduced 27.89%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 23, 2024 Q2 2024 |
1,230
shares
|
$26,149
0.01% of portfolio
|
Q2 2024
Added 4.95%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
1,068
shares
|
$22,705
0.0% of portfolio
|
Q2 2024
New holding
|
|
Crewe Advisors LLC
|
Jul 29, 2024 Q2 2024 |
567
shares
|
$12,054
0.0% of portfolio
|
Q2 2024
New holding
|
|
Nbt Bank N A
|
Jul 30, 2024 Q2 2024 |
544
shares
|
$11,565
0.0% of portfolio
|
Q4 2023
New holding
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jul 25, 2024 Q2 2024 |
406
shares
|
$8,631
0.0% of portfolio
|
Q4 2021
Reduced 37.35%
|
|
South State Corp
|
Aug 02, 2024 Q2 2024 |
153
shares
|
$3,252
0.0% of portfolio
|
Q2 2024
New holding
|